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Key takeaways from the call include:
Vicor’s future plans include collaborations with OEMs and Tier 1 suppliers for design wins in 2026 and beyond, with demand strengthening in industrial, aerospace, and defense markets, particularly in Korea and the Asia Pacific region. The company’s new sales and marketing team in Japan is making progress in developing new opportunities.
Vicor also discussed its motherboard business and MBM bus converter technology. The company has licensed the technology, and some OEMs are paying royalties for it. However, Vicor believes that the MBM is not a long-term solution and that their Gen 5 technology, to be introduced next year, will cause customers to reevaluate the 2-stage approach.
The company is prepared to invest heavily in legal expenses to protect its technology, including the ongoing ITC complaints against Delta. Vicor expressed enthusiasm for their Gen 5 VPD (Voltage Transformation and Power Delivery) technology, noting its higher current density and the positive reactions they have received from major customers in the data center, AI, and networking sectors.
Vicor also emphasized the value proposition of vertical-only solutions in terms of performance, power savings, reliability, and cost-effectiveness. The company also highlighted the importance of power savings in data centers and the potential for significant savings in megawatts through their technology.
The company acknowledged that its 4G technology has a lower current density compared to 5G. However, they highlighted that their systems with 5G MCMs will go into production in late 2024 or early 2025, offering new capabilities and enabling more cost-effective solutions. The company also mentioned the challenges of powering large data centers and the importance of power savings in the face of increasing compute demands and the need for carbon neutrality.
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